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Client Portal Library (but not of smart files)

  • May 19, 2024
  • 1 reply
  • 26 views

Lindsey Cartwright

It would be awesome to have a library of any guides or pdfs we send out clients available in their portals rather than having to email them the files. For example: I provide my clients with a series of guides such as engagement session prep guide, wedding planning guide, vendor guide and instead of emailing those guides it would be awesome to just have them in HB and add them to their files library for them to access at their convenience or look back at instead of having to search for the emails or save them to their computers. 

 

Would be even cooler if we could auto-pop or just simply click to add the files from our own library into theirs pending the type of clients they are (wedding, family, branding, etc) 

Best answer by Monica R

Hey @Lindsey Cartwright!

This is actually possible! You can upload files straight to your client’s portal using the Upload button in the Files tab of a project :) 
Those file uploads, as well as any smart files sent in the project, will be available there.
 



Hope this helps! 

 

1 reply

Monica R
HoneyBook Community Team
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  • HoneyBook Community Team
  • Answer
  • May 20, 2024

Hey @Lindsey Cartwright!

This is actually possible! You can upload files straight to your client’s portal using the Upload button in the Files tab of a project :) 
Those file uploads, as well as any smart files sent in the project, will be available there.
 



Hope this helps!